13F Insight
DOSSIER · 13F-HR · Q1 2026

INVESTMENT MANAGEMENT ASSOCIATES INC /ADV

$420M in tracked AUM across 31 positions as of Q1 2026.

IM
CIK 0000052024 · last filed Mar 31, 2026
Total AUM
$420M
as of Q1 2026
Holdings
31
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

INVESTMENT MANAGEMENT ASSOCIATES INC /ADV filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
HII
HUNTINGTON INGALLS INDS INC
$44M115K10.4%02
TLT
ISHARES TR
$40M461K9.5%03
UBER
UBER TECHNOLOGIES INC
$36M494K8.5%04
MOH
MOLINA HEALTHCARE INC
$31M233K7.4%05
BSM
BLACK STONE MINERALS L P
$29M1.9M6.8%06
BTI
BRITISH AMERN TOB PLC
$26M450K6.3%07
LBRDK
LIBERTY BROADBAND CORP
$24M467K5.6%08
TFIN
TRIUMPH FINANCIAL INC
$21M354K5.0%09
EPD
ENTERPRISE PRODS PARTNERS L
$20M539K4.9%10
PM
PHILIP MORRIS INTL INC
$20M120K4.7%

Filing history

2026Q1Mar 31
$420M▲ 15.8%
31 positionsView →2025Q4Dec 31
$363M▲ 6.8%
29 positionsView →2025Q3Sep 30
$339M▲ 13.6%
31 positionsView →2025Q2Jun 30
$299M▲ 22.2%
30 positionsLocked2025Q1Mar 31
$244M▲ 6.7%
23 positionsLocked2024Q4Dec 31
$229M▼ 10.4%
28 positionsLocked2024Q3Sep 30
$256M▼ 12.2%
36 positionsLocked2024Q2Jun 30
$291M▲ 0.4%
34 positionsLocked2024Q1Mar 31
$290M▲ 12.1%
35 positionsLocked2023Q4Dec 31
$259M▲ 7.9%
34 positionsLocked2023Q3Sep 30
$240M▼ 12.8%
33 positionsLocked2023Q2Jun 30
$275M▲ 13.3%
38 positionsLocked
Showing 12 of 21